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Private Clients

Our financial planners take time to genuinely understand you, and what you want to achieve, then source the most appropriate solutions to meet your needs.

Professional Clients

Our financial planners draw on a wealth of experience and can work with you to evolve your proposition and provide personalised support to your clients in areas that may fall outside of your expertise.

Corporate Clients

We have extensive experience working with businesses of all sizes, across various industries

Who are we

Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than fifteen years ago to deliver comprehensive financial planning and investment advice. Today, we are responsible for the oversight and management of more than £200 million in client assets.

Today, the ambitious team includes dedicated Financial Planners, as well as a paraplanner and administration team, committed to remaining at the forefront of solution design - helping successful individuals and businesses to achieve everything that is important to them

Help & Support

You can get in touch with us either by phone 01872 309410, or email Alternatively you can fill out the form on our contact page.
We collect and process various personal data about you for the purposes of providing advice, administration and management services which are explained in more detail in our data protection statement.
We are based in Truro, Cornwall. Our full address is Kelsall Steele Investment Services Limited, Woodlands Court, Truro Business Park, Truro, Cornwall TR4 9NH. Please get in touch to arrange a meeting.

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